Boston Partners

Boston Partners Portfolio holdings

AUM $97.4B
1-Year Est. Return 22.98%
This Quarter Est. Return
1 Year Est. Return
+22.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$82.7B
AUM Growth
+$473M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$642M
2
+$441M
3
+$389M
4
SCHW icon
Charles Schwab
SCHW
+$384M
5
APO icon
Apollo Global Management
APO
+$371M

Top Sells

1
+$454M
2
+$282M
3
+$258M
4
CW icon
Curtiss-Wright
CW
+$249M
5
JPM icon
JPMorgan Chase
JPM
+$247M

Sector Composition

1 Financials 21.07%
2 Technology 14.6%
3 Industrials 13.52%
4 Healthcare 11.92%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$472M 0.57%
13,062,423
+3,544,282
52
$466M 0.56%
5,132,877
+1,312,600
53
$449M 0.54%
3,855,298
-105,680
54
$432M 0.52%
5,168,635
-110,751
55
$428M 0.52%
59,077
+7,233
56
$420M 0.51%
4,883,112
-440,012
57
$420M 0.51%
26,239,325
-1,167,810
58
$416M 0.5%
3,137,886
-541,794
59
$411M 0.5%
3,440,055
-326,820
60
$405M 0.49%
2,441,855
-62,645
61
$403M 0.49%
4,882,041
+762,871
62
$400M 0.48%
86,831
+2,761
63
$391M 0.47%
2,827,708
-72,115
64
$389M 0.47%
+2,295,746
65
$384M 0.46%
9,251,775
+173,203
66
$384M 0.46%
+4,904,611
67
$379M 0.46%
2,805,821
-366,383
68
$376M 0.45%
2,075,208
-630,836
69
$375M 0.45%
5,300,839
+1,886,999
70
$372M 0.45%
856,737
+605,689
71
$371M 0.45%
+2,719,021
72
$370M 0.45%
1,387,955
-161,218
73
$369M 0.45%
5,036,645
+1,329,166
74
$369M 0.45%
3,758,291
+604,984
75
$354M 0.43%
13,358,167
+3,631,052
1 2
3
4 5